Raymond Brandon, financial advisor Memphis TN
96 score

Raymond Brandon

CRD Number: 1139301
Current Firm: Brandon Financial Planning Inc.

Raymond Brandon (CRD# 1139301) is an Investment Advisor Representative working at Brandon Financial Planning Inc. in Memphis, TN and has over 33 years of experience in the finance industry. Raymond Brandon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brandon Financial Planning, Inc. Memphis, TN Jun 1983 - Current 33
Brandon Investments, Inc. Memphis, TN Jun 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Raymond W. Brandon
Phone Number: 901-324-6600
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $1,065,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, FL, MS, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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